FLARX vs. EIFAX
Compare and contrast key facts about Victory Pioneer Floating Rate Fund Class A (FLARX) and Eaton Vance Floating-Rate Advantage Fund (EIFAX).
FLARX is an actively managed fund by Victory Capital. It was launched on Feb 23, 2007. EIFAX is managed by Eaton Vance. It was launched on Mar 16, 2008.
Performance
FLARX vs. EIFAX - Performance Comparison
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FLARX vs. EIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLARX Victory Pioneer Floating Rate Fund Class A | -0.50% | 4.55% | 7.40% | 8.89% | -3.77% | 4.17% | 0.94% | 7.23% | -0.32% | 3.41% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | -1.78% | 4.54% | 8.91% | 11.86% | -2.98% | 5.41% | 1.90% | 9.02% | 0.28% | 5.16% |
Returns By Period
In the year-to-date period, FLARX achieves a -0.50% return, which is significantly higher than EIFAX's -1.78% return. Over the past 10 years, FLARX has underperformed EIFAX with an annualized return of 3.68%, while EIFAX has yielded a comparatively higher 5.16% annualized return.
FLARX
- 1D
- 0.00%
- 1M
- 0.52%
- YTD
- -0.50%
- 6M
- 0.53%
- 1Y
- 3.62%
- 3Y*
- 5.75%
- 5Y*
- 3.72%
- 10Y*
- 3.68%
EIFAX
- 1D
- 0.11%
- 1M
- -0.00%
- YTD
- -1.78%
- 6M
- -1.08%
- 1Y
- 2.91%
- 3Y*
- 6.47%
- 5Y*
- 4.66%
- 10Y*
- 5.16%
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FLARX vs. EIFAX - Expense Ratio Comparison
FLARX has a 1.08% expense ratio, which is higher than EIFAX's 0.47% expense ratio.
Return for Risk
FLARX vs. EIFAX — Risk / Return Rank
FLARX
EIFAX
FLARX vs. EIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Pioneer Floating Rate Fund Class A (FLARX) and Eaton Vance Floating-Rate Advantage Fund (EIFAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FLARX | EIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.86 | +0.53 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.25 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.26 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 1.10 | +1.08 |
Martin ratioReturn relative to average drawdown | 7.71 | 3.50 | +4.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLARX | EIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.86 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.42 | 1.51 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 1.16 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 1.17 | -0.22 |
Correlation
The correlation between FLARX and EIFAX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLARX vs. EIFAX - Dividend Comparison
FLARX's dividend yield for the trailing twelve months is around 6.54%, less than EIFAX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLARX Victory Pioneer Floating Rate Fund Class A | 6.54% | 7.17% | 6.29% | 6.97% | 4.94% | 3.15% | 3.57% | 4.68% | 4.36% | 3.80% | 3.55% | 3.46% |
EIFAX Eaton Vance Floating-Rate Advantage Fund | 7.39% | 8.09% | 8.91% | 7.02% | 5.92% | 4.03% | 4.51% | 5.58% | 5.10% | 4.46% | 5.02% | 5.29% |
Drawdowns
FLARX vs. EIFAX - Drawdown Comparison
The maximum FLARX drawdown since its inception was -30.68%, smaller than the maximum EIFAX drawdown of -40.28%. Use the drawdown chart below to compare losses from any high point for FLARX and EIFAX.
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Drawdown Indicators
| FLARX | EIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.68% | -40.28% | +9.60% |
Max Drawdown (1Y)Largest decline over 1 year | -1.04% | -2.29% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -6.79% | -7.63% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -19.52% | -24.22% | +4.70% |
Current DrawdownCurrent decline from peak | -0.53% | -2.08% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -2.28% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 0.80% | -0.33% |
Volatility
FLARX vs. EIFAX - Volatility Comparison
The current volatility for Victory Pioneer Floating Rate Fund Class A (FLARX) is 0.63%, while Eaton Vance Floating-Rate Advantage Fund (EIFAX) has a volatility of 0.83%. This indicates that FLARX experiences smaller price fluctuations and is considered to be less risky than EIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLARX | EIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.83% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 1.76% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.63% | 3.29% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.64% | 3.10% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.61% | 4.45% | -0.84% |